Live Chat with a CLE Manager
Continuing Legal Education courses for Attorneys
You are viewing courses for Colorado. Select a Different State.
View CO Accreditation Info

Estate Planning Bundle - Colorado CLE

45 Total Credits
w/ 9 Ethics & 2 Equity/Diversity
Bundle Price:$545 (Save $1,705!)

We have selected our most popular lectures and bundled them together into our Estate Planning Bundle. This Bundle contains 45 credits including 7 Professional Responsibility of which, 5 are in Ethics or Professionalism, and 2 are in Equity, Diversity, and Inclusivity (EDI).

The legal industry has dramatically changed as a result of the COVID-19 pandemic. More and more law firms across the country (and the world) are instructing attorneys and staff to work from home. For many, this is a significant change from what dail...

Ethics Credits:1

Family Meetings: They are not what you might think they are! For a family to get started, your role may be critical! The key to a family's success is family education and trust-building through an organized and prioritized family meeting process. Fa...

General Credits:1

Applying ethics rules during litigation is hard in normal times. Applying ethics rules in times of upheaval and downward pressure on fees is even harder. How has work-from-home increased compliance risk? How should we handle aggressive opposing coun...

Ethics Credits:4

This CLE course will provide an overview of various asset protection strategies. First, we will discuss the benefits of insurance, gifting, and retirement planning in the asset protection context. Next, we will explain the benefits of single member...

General Credits:1

This CLE program will discuss the disproportionate statistics of women and minorities in partner positions at law firms, provide an analysis of the key impediments that have affected women and minorities from advancing and discuss how litigation has...

Diversity Credits:1

This CLE course will review the basics of IRS Practice and Procedures. We will review the significance of the Notice of Deficiency and discuss a basic approach for meeting the requirements of the audit, appeal and Tax Court process. Various strateg...

General Credits:2

This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as th...

General Credits:2

A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a ch...

General Credits:1

The random comments that we make, the pronouns that we use, the jokes that we share, and the assumptions that we “innocently” state are slowly and cumulatively making our co-workers and clients very uncomfortable. Moreover, this behavior is likely c...

Diversity Credits:1

COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate...

General Credits:1

The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be proposed by the...

General Credits:1

Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in...

General Credits:1

The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed almost a year ago, and practitioners are still trying to figure out how it affects their clients, how it might impact their strategies and what action to take. Thi...

General Credits:1

An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true...

General Credits:1

A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Sho...

General Credits:1

Technology has and continues to change estate-planning practices. At this juncture, many firms are largely paperless, cloud-based practices, using document generation software and a wide array of different software products to facilitate better clie...

General Credits:1

Overvaluation of real estate gifts is a big issue with the Internal Revenue Service, and this panel will explain that for real estate, art or other property, it’s important to carefully manage the process of appraisal so as not to create unnecessary...

General Credits:1

Selling options and issues trustees and executors need to be thinking about, fiduciary responsibility, what type of due diligence do people need to be doing and appraisals and what's changed with Covid-19 and trends fiduciaries should be aware of....

General Credits:1

More and more families are thinking about selling their businesses. Taking this raises issues involving family dynamics as well as tax considerations. Our speakers will discuss best practices for dealing with these issues. Family businesses are noto...

General Credits:1

What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know....

General Credits:1

While everyone understands the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns. Right out the gate they are burdened with significant student loan debt. They start...

General Credits:1

Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes...

General Credits:1

Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral a...

General Credits:2

This program is designed towards providing a solid understanding on the basics of estate planning to attorneys and legal professionals entering the trusts and estates field, attorneys seeking a review of estate planning concepts and those wishing to...

General Credits:2

Many lawyers may not fully understand the Bar rules and ethical considerations regarding client representation and make ethical mistakes regarding whether to take on a client representation, continue the representation, and terminating the represent...

Ethics Credits:2

On January 3, 2009, the Bitcoin network came into existence. Since then Bitcoin, and other internet currencies have grown in popularity and credibility. Cryptocurrencies can provide a secure and universal form of payment. They can be stored digitall...

General Credits:1

The CLE lecture will provide pertinent information to anyone wishing to serve on the Part 36 list, as a Court Evaluator, on how to properly perform your duties serving in such a role. The lecture will describe how to protect the interests of the All...

General Credits:1

Lower C corporation income tax rates have increased attention to the Code Sec. 1202 exclusion for gain on the sale of stock. Learn how the Code Sec. 1202 exclusion works, how it applies when a business changes from another entity to a C corporation,...

General Credits:1

The United States has become a haven for foreigners who wish to invest their assets in real estate. However, while many invest in US real estate, very few are aware of the draconian tax consequences that can result without advance planning. Eli Akha...

General Credits:1

Practicing lawyers must be aware of their ethical obligations and comply with their jurisdiction’s disciplinary rules. This CLE presentation will provide keys to ethics and the ethical management of the lawyer’s practice and law office and will dis...

Ethics Credits:2

This CLE presentation will be heavily weighted on theory and research supplemented by patient cases and anecdotal observations to advance the major proposition of this paper. The course is designed to challenge and expand your thinking. Where the p...

General Credits:2

This CLE program will discuss Medicaid and Elder Care planning and how the various tax, legal and financial considerations should be incorporated into an effective elder care plan. Elizabeth Forspan will discuss the asset and income requirements fo...

General Credits:1

This CLE program will provide the personal injury attorney with the basic understanding of the ins and outs about Estate Administration and its requirements for establishing an estate fiduciary to be able to continue with a personal injury and/or wr...

General Credits:2

This CLE presentation will consist of a general overview of IRAs and required minimum distribution requirements. It will address what a qualified charitable distribution is and how it is affected. This course will outline the benefits of utilizin...

General Credits:1
National Academy of Continuing Legal Education is a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. To view our full accreditation details, please click here.


States where Nacle.com Offers CLE Courses On DVDs, Audio CDs, Online & iOS/Android App (Continuing Legal Education):
Alaska CLE | Alabama CLE | Arkansas CLE | Arizona CLE | California MCLE | Colorado CLE | Connecticut CLE | Washington DC CLE | Delaware CLE | Florida CLE | Georgia CLE | Hawaii CLE | Iowa CLE | Idaho CLE | Illinois MCLE | Indiana CLE | Kentucky CLE | Louisiana CLE | Massachusetts CLE | Maryland CLE | Michigan CLE | Missouri CLE | Mississippi CLE | Montana CLE | North Dakota CLE | Nebraska CLE | New Hampshire CLE | New Jersey CLE | New Mexico CLE | Nevada CLE | New York CLE | Ohio CLE | Oklahoma CLE | Oregon CLE | Pennsylvania CLE | Rhode Island CLE | South Dakota CLE | Tennessee CLE | Texas CLE | Utah CLE | Virginia CLE | Virgin Islands CLE | Washington CLE | Wisconsin CLE | West Virginia CLE | Wyoming CLE | Online CLE Courses | Virginia Interactive Webinars | Pennsylvania Live Webinars | Live Webinar CLE Calendar | NY BTG CLE | Teach at the Academy | F.A.Q. | Hardship Policy | Terms And Conditions | Contact Us | iOS/Android App | Account Login | Unlimited CLE | Sitemap | Mobile Site
Copyright © 2000 - 2022 National Academy of Continuing Legal Education. All Rights Reserved.